Steward Partners Investment Advisory’s Unilever UL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.59M | Buy |
93,046
+2,593
| +3% | +$150K | 0.03% | 518 |
|
|
2026
Q1 | $5.15M | Buy |
90,453
+7,463
| +9% | +$500K | 0.03% | 505 |
|
|
2025
Q4 | $5.43M | Buy |
82,990
+3,279
| +4% | +$220K | 0.03% | 447 |
|
|
2025
Q3 | $5.32M | Buy |
79,711
+5,904
| +8% | +$407K | 0.03% | 455 |
|
|
2025
Q2 | $5.08M | Buy |
73,807
+4,369
| +6% | +$307K | 0.04% | 429 |
|
|
2025
Q1 | $4.65M | Buy |
69,438
+6,708
| +11% | +$433K | 0.04% | 419 |
|
|
2024
Q4 | $4M | Buy |
62,730
+16,251
| +35% | +$1.1M | 0.04% | 432 |
|
|
2024
Q3 | $3.4M | Buy |
46,479
+1,820
| +4% | +$126K | 0.03% | 476 |
|
|
2024
Q2 | $2.76M | Buy |
44,659
+2,671
| +6% | +$158K | 0.03% | 494 |
|
|
2024
Q1 | $2.37M | Buy |
41,988
+28,995
| +223% | +$1.61M | 0.03% | 528 |
|
|
2023
Q4 | $709K | Sell |
12,993
-1,371
| -10% | -$74K | 0.01% | 849 |
|
|
2023
Q3 | $798K | Buy |
14,364
+1,136
| +9% | +$65.7K | 0.01% | 754 |
|
|
2023
Q2 | $776K | Buy |
13,228
+8
| +0.1% | +$475 | 0.01% | 781 |
|
|
2023
Q1 | $772K | Sell |
13,220
-180
| -1% | -$10.2K | 0.01% | 768 |
|
|
2022
Q4 | $759K | Buy |
13,400
+259
| +2% | +$13.9K | 0.01% | 760 |
|
|
2022
Q3 | $648K | Buy |
13,141
+3,118
| +31% | +$163K | 0.01% | 775 |
|
|
2022
Q2 | $517K | Sell |
10,023
-429
| -4% | -$21.9K | 0.01% | 839 |
|
|
2022
Q1 | $536K | Sell |
10,452
-3,073
| -23% | -$171K | 0.01% | 908 |
|
|
2021
Q4 | $818K | Sell |
13,525
-738
| -5% | -$43.8K | 0.01% | 764 |
|
|
2021
Q3 | $870K | Buy |
14,263
+1,076
| +8% | +$68.6K | 0.02% | 712 |
|
|
2021
Q2 | $868K | Sell |
13,187
-6,385
| -33% | -$425K | 0.01% | 730 |
|
|
2021
Q1 | $1.23M | Buy |
19,572
+6,655
| +52% | +$424K | 0.02% | 576 |
|
|
2020
Q4 | $877K | Buy |
12,917
+5,501
| +74% | +$373K | 0.02% | 601 |
|
|
2020
Q3 | $515K | Buy |
7,416
+546
| +8% | +$36.4K | 0.01% | 666 |
|
|
2020
Q2 | $424K | Buy |
6,870
+610
| +10% | +$36.5K | 0.01% | 684 |
|
|
2020
Q1 | $356K | Sell |
6,260
-204
| -3% | -$12.8K | 0.01% | 644 |
|
|
2019
Q4 | $415K | Buy |
6,464
+1,236
| +24% | +$82.1K | 0.01% | 676 |
|
|
2019
Q3 | $353K | Buy |
5,228
+3,104
| +146% | +$215K | 0.01% | 679 |
|
|
2019
Q2 | $148K | Buy |
+2,124
| New | +$144K | 0.01% | 910 |
|
|
2018
Q4 | – | Sell |
-1,743
| Closed | -$108K | – | 2083 |
|
|
2018
Q3 | $108K | Buy |
1,743
+444
| +34% | +$28K | 0.01% | 907 |
|
|
2018
Q2 | $81K | Buy |
1,299
+120
| +10% | +$7.46K | ﹤0.01% | 920 |
|
|
2018
Q1 | $73K | Hold |
1,179
| – | – | 0.01% | 866 |
|
|
2017
Q4 | $73K | Sell |
1,179
-26
| -2% | -$1.65K | 0.01% | 710 |
|
|
2017
Q3 | $78K | Buy |
1,205
+18
| +2% | +$1.16K | 0.01% | 592 |
|
|
2017
Q2 | $72K | Buy |
1,187
+166
| +16% | +$9.9K | 0.01% | 548 |
|
|
2017
Q1 | $56K | Buy |
1,021
+211
| +26% | +$10.7K | 0.01% | 529 |
|
|
2016
Q4 | $37K | Buy |
+810
| New | +$37.8K | 0.02% | 364 |
|
Other funds holding UL
Steward Partners Investment Advisory's UL Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Unilever (UL) stake by 2.9% in Q2 2026, buying an estimated $150K and bringing the position to 93,046 shares worth $5.59M. The position accounts for 0.03% of the portfolio, ranked #518.
Steward Partners Investment Advisory first reported a position in UL in Q4 2016 and has held it in 37 quarters since. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.
- Steward Partners Investment Advisory held 93,046 shares of Unilever worth $5.59M as of Q2 2026.
- Steward Partners Investment Advisory bought 2,593 Unilever shares in Q2 2026, an estimated $150K.
- Unilever made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #518 holding.
- Steward Partners Investment Advisory first reported a position in Unilever in Q4 2016 and has held it in 37 quarters since.
- 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.